Goldstone Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Goldstone Financial Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.53M	Sell
2025 Q1	$7.83M	Sell
2024 Q4	$8.67M	Buy
2024 Q3	$7.18M	Buy
2024 Q2	$5.63M	Buy
2024 Q1	$4.93M	Buy
2023 Q4	$3.58M	Buy
2023 Q3	$2.29M	Buy
2023 Q2	$2.21M	Buy
2023 Q1	$1.54M	Buy